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Document Management

Securely upload, organize, and track the documents needed for benefit applications.

Overview

Benefit applications require supporting documents—pay stubs, ID cards, utility bills. Pathfinder provides:

Document Types

Common document types needed for benefit applications:

Upload Component

Multi-file upload with progress tracking.

Document Preview

Preview PDFs and images without downloading.

Document Checklist

Per-application checklist of required documents.

Database Schema


Security Considerations

  1. Signed URLs: All document access uses time-limited signed URLs
  2. Virus Scanning: Files are scanned before storage (via external service)
  3. Type Validation: MIME type verified server-side, not just client
  4. Size Limits: 10MB per file, configurable per document type
  5. Encryption: Files encrypted at rest in Supabase Storage

Next Steps

Calendar Integration

Add document expirations to calendar

Case Manager

Manage client documents